Semiconductor News & Analysis Feed
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2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-17
www.barchart.com
2026-06-17
Barchart.com
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) recently disclosed plans to sell bonds and raise capital, and investors tripped over themselves to get a piece.
The artificial intelligence chip giant pulled off one of the most talked-about debt deals in recent memory. The numbers were eye-catching, and the demand was overwhelming.
www.barchart.com
Nvidia’s AI Dominance Is Ma
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Oracle (
ORCL
0.62%
), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reaction to the company's financial results wasn't great, as concerns about its fast-growing capital expenditures and mounting debt to finance the build-out of new data centers led investors to press the panic button
2026-06-17
news.google.com
2026-06-17
TIKR.com
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
Explore stocks on Coinbase
Trading disclosure
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
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TradingView
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Here is What to Know Beyond Why Cadence Design Systems, Inc. (CDNS) is a Trending Stock
Zacks Equity Research
Wed, 17 June 2026 at 6:00 am GMT-7 5 min read
CDNS
+2.86%
^GSPC
+0.04%
Cadence Design Systems (CDNS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over th
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here is What to Know Beyond Why Cadence Design Systems, Inc. (CDNS) is a Trending Stock
Zacks Equity Research
Wed, June 17, 2026 at 6:00 AM PDT 5 min read
CDNS
-2.04%
^GSPC
-0.37%
Trade CDNS on Coinbase
Trading disclosure
Cadence Design Systems (CDNS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the nea
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone
Fiona Craig
Wed, June 17, 2026 at 5:46 AM PDT 2 min read
INTC
+3.04%
MRVL
+4.86%
LRCX
+5.48%
MU
+1.65%
Explore stocks on Coinbase
Trading disclosure
chip semiconductor pcb 4 NEW SIZE ©Adobe Stock Images
Chipmakers moved higher in premarket trading on Wednesday, with Intel (NASDAQ:INTC) leading the sector after a
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.trefis.com
2026-06-17
Trefis
Can You Stomach the Plunge in Micron Stock?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
This AI darling has a history of deep, prolonged drawdowns when the market turns. The risk you carry is real.
Micron Technology (MU) stock fell 6.2% on June 16th, 2026, a sharp pullback for a semiconductor name that has been on a historic run. The company makes